Cloud-based Solutions And Digital Advertising Will Drive Future Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Sep 24

Updated

25 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-44.2%

7D

3.2%

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1Y

-44.2%

7D

3.2%

You can edit this narrative until Nov 26 5:10 PM. Then, changes will post as Updates.

Author's Valuation

US$43.4324.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 25 Nov 25

Fair value Increased 0.66%

ZD: Multi-Year Buyback Completion And Lower Impairment Will Support 2025 Momentum

Analysts have modestly increased their price target for Ziff Davis from $43.14 to $43.43 per share, citing slightly improved revenue growth projections and a marginal uptick in the company’s overall fair value. What's in the News Between July and September 2025, Ziff Davis repurchased 1,176,559 shares, or 2.86 percent of shares outstanding, for $43.3 million.

Shared on 11 Nov 25

Fair value Decreased 4.73%

ZD: Revenue Guidance And Impairment Reduction Will Drive Sentiment In 2025

Analysts have lowered their price target for Ziff Davis from $45.29 to $43.14. They cite concerns over reduced revenue growth and profit margins as key factors in the revision.

Shared on 08 Aug 25

Fair value Increased 9.56%

Despite a slight reduction in revenue growth forecasts, Ziff Davis’s consensus price target has increased from $41.33 to $44.29, supported by a notably lower forward P/E ratio that enhances relative valuation appeal. What's in the News Ziff Davis reaffirmed fiscal 2025 earnings guidance, expecting revenue of $1,442 million to $1,502 million.

Shared on 30 Apr 25

Fair value Decreased 25%

Shared on 23 Apr 25

Fair value Decreased 6.65%

AnalystConsensusTarget has decreased revenue growth from 4.4% to 3.8%.

Shared on 17 Apr 25

Fair value Decreased 6.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 49%

AnalystConsensusTarget has decreased revenue growth from 5.9% to 4.4%, decreased profit margin from 16.2% to 11.8% and increased discount rate from 7.7% to 8.6%.

AnalystConsensusTarget Fair Value

US$43.43

24.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

3.24%

Interactive Media and Services revenue growth rate

0.46%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.11%

Calculation

US$207.62m

Earnings '28

x

8.67x

PE Ratio '28

=

US$1.80b

Market Cap '28

US$1.80b

Market Cap '28

/

31.78m

No. shares '28

=

US$56.65

Share Price '28

US$56.65 Share Price '28

Discounted to 2025 @ 10.17% p.a.

=

US$42.37

Fair Value '25